+390.7%
MUU vs WMB
+17.2%
+373.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +2.2% | +22.0% | +22.6% |
| 7D | -2.5% | +1.6% | -4.1% | -1.9% |
| 30D | -39.7% | -7.1% | -32.7% | -37.1% |
| 3M | -27.4% | -4.0% | -23.4% | -24.6% |
| 6M | -38.4% | -5.7% | -32.7% | -36.7% |
| YTD | +276.4% | +17.2% | +259.3% | +270.6% |
| 1Y | +390.7% | +17.2% | +373.5% | +385.8% |
| All | +390.7% | +17.2% | +373.5% | +385.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling